# Plumbers And Steamfitters Local 166 Health & Welfare Plan
Source: https://planprovider.pro/companies/plumbers-and-steamfitters-local-166-352030543-501

> Plumbers And Steamfitters Local 166's Health & Welfare plan: 856 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plumbers And Steamfitters Local 166

- **Sponsor EIN:** 352030543

- **Sponsor Address:** 2930 WEST LUDWIG ROAD, FORT WAYNE, IN, 46818

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 856

- **Total Assets:** $33.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|856|$33.7M|$21.2M|$692,411|

| 2023|758|$23.4M|$18.1M|$654,231|

| 2022|732|$16.0M|$0|$0|

| 2021|677|$12.2M|$0|$0|

| 2020|677|$9.1M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EVERSIDE HEALTH LLC|Other Service Provider|$1,630,025|—|$1,630,025|

| BENESYS, INC|Other Service Provider|$239,216|—|$239,216|

| PLUMBERS & STEAMFITTERS LOCAL 166|Other Service Provider|$96,176|—|$96,176|

| ASHERKELLY|Other Service Provider|$62,902|—|$62,902|

| EPIC INSURANCE MIDWEST|Other Service Provider|$44,720|—|$44,720|

| CUNI, RUST & STRENK|Other Service Provider|$37,486|—|$37,486|

| STEFANSKY, HOLLOWAY & NICHOLS INC|Other Service Provider|$29,287|—|$29,287|

| SEGALL, BRYANT & HAMILL|Other Service Provider|$23,135|—|$23,135|

| WHITINGER & COMPANY LLC|Auditor|$22,500|—|$22,500|

| AMERICAN GRAPHICS|Other Service Provider|$22,481|—|$22,481|

| MCQUEEN INSURANCE GROUP|Other Service Provider|$16,511|—|$16,511|

| ATI PHYSICAL THERAPY|Other Service Provider|$12,450|—|$12,450|

| FIFTH THIRD BANK|Other Service Provider|$8,362|—|$8,362|

| MARINER INSTITUTIONAL LLC|Other Service Provider|$8,000|—|$8,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WHITINGER & COMPANY LLC](https://planprovider.pro/provider/whitinger-and-company-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,253,251

- **Estimated Expense Ratio:** 6.680% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$763,779|$31,135|$224,253|$22,500|—|

| 2023|$667,235|$24,935|$245,515|$21,500|—|

| 2022|$13,237,330|$11,776|$263,579|$20,000|—|

| 2021|$11,172,091|$13,501|$232,405|$19,000|—|

| 2020|$11,477,408|$10,736|$231,856|$18,000|—|

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